Inactive

William Joseph Roberts

Cws Financial Advisors LLC

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Current Employers

Cws Financial Advisors Llc

405 West Michigan Avenue Suite 110, Kalamazoo, MI 49007 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2021-06-23

MI RA
APPROVED

Since 2021-06-23

Branch Locations

405 West Michigan Avenue Suite 110, Kalamazoo, MI 49007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cws Financial Advisors Llc	Kalamazoo	MI	06/2021	Present
Pnc Wealth Management	Kalamazoo	MI	06/2017	05/2021
Pnc Wealth Management	Kalamazoo	MI	06/2016	05/2017

06/2021 → Present

Cws Financial Advisors Llc

Kalamazoo, MI
06/2017 → 05/2021

Pnc Wealth Management

Kalamazoo, MI
06/2016 → 05/2017

Pnc Wealth Management

Kalamazoo, MI

Designations

Other Names

Will Roberts

View on SEC IAPD

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